Hirtle, Callaghan & Co. · 1 day ago
Client Service Associate
Conshohocken, PA
Full-time
Onsite
Mid Level
3+ years expHirtle, Callaghan & Co. is an investment office serving families and nonprofit organizations. As a Client Service Associate, you will be responsible for delivering high-touch client service, managing client inquiries, onboarding new clients, and collaborating with internal teams to ensure operational excellence.
Management Consulting
Hiring Manager
Mary E. Smith
Responsibilities
Serve as a primary point of contact for clients, delivering responsive, professional service via phone, email, and in person while building trusted, long-term relationships
Investigate, research, and resolve client inquiries and service issues using sound judgment; escalate complex matters as appropriate
Manage the onboarding and transition of new clients by coordinating account openings, transfer requests, and account reconciliations for individuals and entities including trusts, LLCs, and LPs
Implement and support financial planning and investment-related transactions, including IRA contributions and conversions, 401(k) rollovers, gifting, charitable contributions, and cash management activities
Execute and maintain client transactions within custodian systems via checks, EFT, wire transfers, etc
Collaborate with Portfolio Managers, internal teams, and external stakeholders (including accountants, attorneys, trustees, and financial institutions) to ensure cohesive and timely client service
Create, maintain, verify, and update accurate client records, including documentation, contact information, and service requests, within CRM (Salesforce)
Manage and track documentation, workflows, and client requests through CRM systems to ensure timely follow-up and completion
Manage and track illiquid assets and alternative investment accounts, subscriptions, transfers, and redemptions
Prepare, analyze, and distribute various reports using custodian and data aggregation platforms
Assist in reviewing, improving, and maintaining standard operating procedures related to reporting, presentations, and client service processes
Qualification
Required
Bachelor's degree
Minimum 3-5 years of experience in financial services, investment advisory preferred
General understanding of the wealth management industry
Company
Hirtle, Callaghan & Co.
Hirtle Callaghan was founded in 1988 as America's First Outsourced Chief Investment OfficerTM serving non-profits and philanthropic families.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Alexander Formáriz
Chief Financial Officer at Hirtle, Callaghan & Co.
Geoffrey Trzepacz
Chief Operating Officer
Recent News
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